Home / Directory / Research management / Rogo
Rogo
Made by Rogo
AI agent platform that connects to a firm's SharePoint, CRM and market data to produce memos, models and diligence output; the site cites a $160M Series D led by Kleiner Perkins.
Rogo is a research management product from Rogo. AI agent platform that connects to a firm's SharePoint, CRM and market data to produce memos, models and diligence output; the site cites a $160M Series D led by Kleiner Perkins. Buyside Fintech verified that Rogo lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Rogo does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Rogo appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes
How Rogo describes itself
Rogo is the trusted AI partner to the world’s leading financial institutions. Rogo helps finance teams make better decisions and build smarter teams.
Rogo’s own website, read 2026-08-30
Their words, not ours, and about the company rather than this product. It is not an assessment and nothing in it has been checked.